Customer Relationship Management

In a direct distribution model, successful business is all about customers -- finding, serving and keeping satisfied, loyal customers. These important customer relationships must be managed across the enterprise, among sales, marketing and customer service.

Know your customer (KYC)

Knowing the customer is always a priority. All activities in sales, marketing and services benefit from a thorough knowledge of the customer, the products or services he prefers and how he would rather keep in touch with the Insurer.

The Single View of the Customer centralizes information about parties (policy holders, beneficiaries...) that is often spread over different departments in one single 360° view: general information, relationships, households, current policies, premiums, opportunities, open claims, alerts, assets and liabilities, accounting balance,...

New business acquisition

Improve the onboarding process and attract more new clients by easily tracking leads, scoring them and better identifying and managing opportunities. Capture, qualify and convert leads into opportunities. Set up automated lead nurturing marketing campaigns. Gain unprecedented visibility into the sales pipeline with real-time dashboards and contextual analytics.